Institutions / Isthmus Partners, LLC
Isthmus Partners, LLC
CIK 1639666 · Institution · as of Dec 31, 2025
Portfolio value
$900.52M
Positions
214
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 214 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $25.57M | 2.8% |
| Alphabet Inc Class a | $25.20M | 2.8% |
| Microsoft Corp | $22.60M | 2.5% |
| CH Robinson Worldwide Inc | $20.51M | 2.3% |
| Johnson & Johnson | $20.27M | 2.3% |
| Broadcom Inc | $20.01M | 2.2% |
| Cencora Inc | $19.18M | 2.1% |
| Bank of New York Mellon Corp/The | $19.02M | 2.1% |
| Applied Materials Inc /De | $18.49M | 2.1% |
| Hca Holdings Inc | $16.84M | 1.9% |
| Trane Technologies plc | $16.68M | 1.9% |
| Amcor PLC F | $16.12M | 1.8% |
| Visa Inc Class a | $15.85M | 1.8% |
| Rockwell Automation Inc | $15.79M | 1.8% |
| Cboe Global Mkts Inc | $15.40M | 1.7% |
| The PNC Financial Services Group, Inc. | $15.29M | 1.7% |
| Autozone Inc | $14.99M | 1.7% |
| Allison Transmission Holdings Inc | $14.80M | 1.6% |
| Abbvie Inc | $14.79M | 1.6% |
| W. R. Berkley Corporation | $14.64M | 1.6% |
| Emerson Electric Co | $14.63M | 1.6% |
| W.w. Grainger, Inc. | $14.30M | 1.6% |
| Fifth Third Bancorp | $14.18M | 1.6% |
| PROCTER & GAMBLE Co | $14.12M | 1.6% |
| Hershey Co | $13.17M | 1.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.